See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,294 | $97,757+23.1% | $83,848+43.5% | $135,375-11.1% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -4.68% | 1287.37%-1292.0pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,387 | $4,222-43.5% | $3,631-34.3% | $4,779-50.1% |
| Participant deferral / active EE | $3,696 | $4,682-21.1% | $4,082-9.4% | $5,609-34.1% |
| Admin fee / account holder | $21,503 | $6,674+222.2% | $5,478+292.5% | $10,827+98.6% |